Insight comes before people, data look at a shares! Summarize the main capital trends in the A-share market, uncover the capital flow in the north, and take stock of the dragon and tiger list, hot money intelligence and other important data, so that you can have an insight into the A-share opportunity in advance
main funds:
strong stocks track the net inflow of 49 main funds for five consecutive days
Statistics show that as of the closing on April 8, a total of 49 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Yealink Network Technology Co.Ltd(300628) and other major capital net inflows for 13 consecutive days, ranking first Rianlon Corporation(300596) for 11 consecutive days, the net inflow of main funds ranked second. In terms of the total net inflow of main funds, Ping An Bank Co.Ltd(000001) main funds had the largest net inflow, with a cumulative net inflow of 1.721 billion yuan for six consecutive days, Industrial And Commercial Bank Of China Limited(601398) followed by a cumulative net inflow of 647 million yuan for five days. In terms of the ratio of the net inflow of main funds to the turnover, Sms Electric Co.Ltd.Zhengzhou(002857) ranked first, with the stock up 5.86% in the past five days.
this week, the net outflow of main funds was 68.489 billion yuan, and the net outflow scale of medicine and biology ranked first
In terms of funds, the total net outflow of main funds this week was 68.489 billion yuan, and the funds on each trading day were in the state of net outflow. Among them, the net outflow of main funds of gem was 21.738 billion yuan; The net outflow of main funds from the science and Innovation Board was 2.497 billion yuan; The net outflow of main funds of 300 constituent stocks in Shanghai and Shenzhen was 9.280 billion yuan. There are 26 industries with net outflow of main funds. The scale of net outflow of main funds in the pharmaceutical and biological industry ranks first, with a decrease of 3.33% in one week and a net outflow of 17.55 billion yuan, followed by the power equipment industry, with a decrease of 4.68% in one week.
main capital warehouse, building decoration, real estate and other industries dragon and tiger list institutions rush to raise 13 shares
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 17.301 billion yuan. From the perspective of industry sector, among the 28 primary industries to which Shenwan belongs, there are 8 industry sectors with net inflow of main funds today. Among them, the construction and decoration industry sector has the largest net inflow of main funds, with a net inflow of 2.838 billion yuan; The leading net inflow of main funds in the industry sector was also real estate and non bank finance, with a net inflow of 1.994 billion yuan and 652 million yuan respectively
North Fund:
northbound funds sold a net 6.556 billion yuan this week Kweichow Moutai Co.Ltd(600519) today's net purchase exceeded 600 million yuan against the trend
Northbound funds sold a net 626 million yuan today and a cumulative net sales of 6.556 billion yuan this week. The Shanghai Stock connect and Shenzhen Stock connect continued to differentiate, of which the net purchase of Shanghai Stock connect was 1.064 billion yuan and the net sale of Shenzhen Stock connect was 1.69 billion yuan. In terms of the top ten active stocks, Jiangsu Hengrui Medicine Co.Ltd(600276) , Ganfeng Lithium Co.Ltd(002460) , Byd Company Limited(002594) were net sold by 589 million yuan, 466 million yuan and 321 million yuan respectively Kweichow Moutai Co.Ltd(600519) bucked the trend and obtained a net purchase of RMB 626 million.
Contemporary Amperex Technology Co.Limited(300750) etc. 21 shares obtained capital increase of more than 100 million yuan from northbound
On April 7, a total of 599 stocks received northward capital, and their holdings increased month on month compared with the previous trading day. Based on the number of shares increased and the closing price of the day, among the overweight shares, 21 have an increased market value of more than 100 million yuan, the largest is Contemporary Amperex Technology Co.Limited(300750) , the latest holding is 180 million shares, an increase of 0.45% month on month, and the increased market value is 403 million yuan; The market value of increased holdings is relatively large, as well as China Vanke Co.Ltd(000002) , Ping An Bank Co.Ltd(000001) , Kweichow Moutai Co.Ltd(600519) and other shares.
64 shares holding more than 10% of the circulating capital
Statistics show that as of April 7, 2319 shares were held by northbound funds, with a total shareholding of 104.75 billion shares and a total market value of 2.23 trillion yuan. According to the statistics of shareholding ratio, 41 shares held more than 10% of the total share capital, and 64 held more than 10% of the circulating shares.
North fund position increase list: 22 shares holdings increased by more than 30% month on month
Statistics show that as of April 7, according to the shareholding records of land stock link released by the Hong Kong stock exchange, land stock link held a total of 2319 shares, with a total shareholding of 104.75 billion shares, a decrease of 174 million shares compared with the previous trading day. In terms of the range of position increase, there were 22 stocks with a month on month increase of more than 30%. The biggest month on month increase was Qilu Bank Co.Ltd(601665) . Land stock connect recently held 5.4899 million shares, with a month on month increase of 157.93%. Yesterday, the stock fell 2.70%, the turnover rate throughout the day was 57.99%, and the net outflow of main funds was 162 million yuan; Followed by Realcan Pharmaceutical Group Co.Ltd(002589) , Hefei Urban Construction Development Co.Ltd(002208) , with the latest shareholding of 151306 million shares and 9.1391 million shares respectively, with a month on month increase of 127.53% and 120.02%, ranking second and third in the position increase list.
29 stocks of science and technology innovation board obtained north capital reduction
Statistics show that 43 Sci-tech Innovation Board shares were held by the Shanghai Stock connect. As of April 7, the total number of shares held was 383 million, an increase of 662500 shares month on month compared with the previous trading day, and the total market value of shares was 26.115 billion yuan. The scientific innovation board stock with the largest amount of stock held by Shanghai Stock connect is the China Railway Signal & Communication Corporation Limited(688009) , 2.784 billion yuan and 2.203 billion yuan.
22 shares increased by more than 30% through land stock connect Qilu Bank Co.Ltd(601665) increased the most
Statistics show that as of April 7, a total of 599 stocks have been increased by land stock connect.
Among them, there were 22 companies whose holdings increased by more than 30% month on month, and the largest increase was Qilu Bank Co.Ltd(601665) . Land stock connect recently held 5.4899 million shares, with a month on month increase of 157.93% over the previous trading day; There are also Realcan Pharmaceutical Group Co.Ltd(002589) , Hefei Urban Construction Development Co.Ltd(002208) , Jiangsu Sopo Chemical Co.Ltd(600746) , Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , Tianjin Teda Co.Ltd(000652) , and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 128 million rush to raise funds China Wuyi Co.Ltd(000797) foreign capital net purchase of 4 shares and institutions net purchase of 19 shares
On April 8, China Wuyi Co.Ltd(000797) , with a net inflow of 128 million yuan, was the largest among the stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 17.23% throughout the day. Since the limit rise on March 30, China Wuyi Co.Ltd(000797) recorded six consecutive boards, with a cumulative increase of 77.02%. The net inflow of funds into Guosheng securities Ningbo Sangtian Road, which ranks first, net purchases of 676935 million yuan. A total of 28 shares were involved in the institutional participation in the dragon and tiger list, of which 19 shares were net bought by the institution, and Hubei Radio & Television Information Network Co.Ltd(000665) was the most bought, amounting to 929414 million yuan
block trading:
Shanghai and Shenzhen stock markets had 95 block transactions of 57 stocks on April 8, with a total turnover of 1.987 billion yuan
On April 8, 95 block transactions occurred in 57 stocks in Shanghai and Shenzhen, with a total turnover of 1.987 billion yuan. Among them, there were 52 block transactions in 26 stocks in Shanghai Stock Exchange, with a total turnover of 963 million yuan; There were 42 block transactions in 30 stocks in Shenzhen, with a total turnover of 1.02 billion yuan. The stock index closed at 325185 points, up 0.47%, with a turnover of 414037 billion yuan
hot money information:
business department's favorite individual stocks were exposed, and the net purchase of 3 stocks exceeded 100 million yuan
Statistics show that on April 8, the sales department sold a net 543 million yuan of funds, including 21 stocks bought and 22 stocks sold. The net purchases of more stocks were China Wuyi Co.Ltd(000797) , Hualan Group Co.Ltd(301027) , Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) and so on. The net purchases accounted for 8.45%, 25.76% and 5.25% of the turnover on that day. In addition, the top stocks sold by the business department were Andon Health Co.Ltd(002432) , newtag, Langold Real Estate Co.Ltd(002305) etc., and the net sales accounted for 20.55%, 10.66% and 2.05% of the turnover on that day
social security fund added 45 shares shares in the fourth quarter of last year increased 39 shares
Statistics show that as of April 8, the social security fund appeared in the list of the top ten circulating shareholders of 170 stocks by the end of the fourth quarter of 2021. Among them, there are 45 new entrants and 39 additional holdings. Among the heavyweight stocks of the social security fund, from the number of social security funds in the list of the top ten circulating shareholders, Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Yankuang energy and other two stocks have four social security funds. In terms of shareholding ratio, the largest proportion of social security fund is Fibocom Wireless Inc(300638) , accounting for 8.76% of circulating shares; The top shareholding ratios are Xinyaqiang Silicon Chemistry Co.Ltd(603155) , Shenzhen Jpt Opto-Electronics Co.Ltd(688025) , Changchun Bcht Biotechnology Co(688276) , etc.
pension fund newly increased its holdings of 15 individual stocks mainstream track leading stocks in the fourth quarter of last year 23456 focus
With the intensive disclosure of the 2021 annual report, the positions of pension funds in the fourth quarter of last year gradually surfaced. According to the data, as of April 7, among the listed companies that have disclosed the annual report of 2021, the pension fund accounts have emerged as the top ten circulating shareholders of 32 companies. Among them, there are 11 new stocks and 4 additional stocks. According to the industry classification of Shenwan, at the end of last year, there were 18 industries in the pension fund account, among which electronics, public utilities and chemical industry accounted for a relatively high proportion
two financial data:
two cities and two financial balances decreased by 49.24 billion yuan
As of April 7, the balance of two financial institutions in Shanghai and Shenzhen was 1662036 billion yuan, a decrease of 4.924 billion yuan compared with the previous trading day. Among them, the financing balance was 157402 billion yuan, a decrease of 3.904 billion yuan compared with the previous trading day; The balance of securities lending was 89.634 billion yuan, a decrease of 1.02 billion yuan compared with the previous trading day.
13 shares financed net purchase of more than 5000 million yuan Hunan Valin Steel Co.Ltd(000932) shares financed net purchase of the most
Statistics show that on April 7, a total of 1107 stocks were net purchased by financing, and 160 stocks with a net purchase amount of more than 10 million yuan. Among them, 13 financing net purchases exceeded 50 million yuan Hunan Valin Steel Co.Ltd(000932) financing net purchase took the lead, with a net purchase of 134 million yuan on that day; China stock market news, Xinjiang Ba Yi Iron & Steel Co.Ltd(600581) , Anhui Golden Seed Winery Co.Ltd(600199) , China Calxon Group Co.Ltd(000918) , Shanxi Coking Co.Ltd(600740) , Muyuan Foods Co.Ltd(002714) , 60031 , China Tourism Group Duty Free Corporation Limited(601888) .
Apt Medical Inc(688617) etc. 5 only the financing balance of Kechuang board shares increased by more than 5%
On April 7, the financing balance of 190 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of five shares increased by more than 5%. The largest increase in financing balance was Apt Medical Inc(688617) , with the latest financing balance of 857225 million yuan, a month on month increase of 17.07%; Zhongfu Shenying, Giantec Semiconductor Corporation(688123) , Anhui Wanyi Science And Technology Co.Ltd(688600) and other stocks also increased significantly in financing balance
fund data:
is the most popular star fund market point of institutions! Should individual investors pursue
According to the statistical data provided by Tianxiang investment consulting fund evaluation center, the annual report data of 2021 shows that there are 700 funds in the whole market with institutional positions accounting for no less than 80% (only the main share funds are counted, and the funds whose product establishment time is later than January 1, 2021 are excluded).
According to the number of products, the top ten are e fund (30), Penghua Fund (28), Guoshou Security Fund (24), Huaxia Fund (20), GF Fund (19), Cathay Pacific Fund (18), Boshi Fund (17), BOC Fund (17), Ping An fund (16) and ICBC Credit Suisse Fund (16).
68 only liquidation risk ETF become the "abandoned son" of small and medium-sized fund companies? Alternative Organization
Small and medium-sized fund companies that once aspired to develop ETF have now encountered "troubles". In the view of many managers, after the explosive expansion in 2020, ETF has become a red sea. The later small and medium-sized fund companies lack competitiveness, and managing ETF products has become a laborious and thankless thing. In this context, some fund companies will liquidate Mini ETF products and find a new way out.
The data show that among the 547 A-share ETFs, 201 are less than 200 million yuan, of which 68 are less than 50 million yuan, facing the liquidation crisis. Since 2021, 19 equity ETFs have been declared liquidated.
